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7/2/2022

Rethinking meritocracy

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by Sonia Maria Pavel

Sonia Maria Pavel is a doctoral candidate at the Department of Linguistics and Philosophy, Massachusetts Institute of Technology. Her research interests lie within social and political philosophy, especially questions of equality and distributive justice, normative ethics, philosophy of education, and oppression based on gender, race, and sexuality. Her article "Two concepts of meritocracy: telic and procedural" is forthcoming in vol. 27 of the Journal of Political Ideologies.
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Imagine two societies. In the first, children are separated at birth from their biological parents and raised collectively by specialised educators. These educators, carefully selected for the task, closely observe the children in order to discern their talents, abilities, and dispositions. Based on how well they perform at various tasks and the ease with which they acquire knowledge, the children are then categorised and assigned what is believed to be their proper place in society. Those who are particularly musically gifted are given the instruments, instructors, and all the conditions they need to become musicians. The ones who are thought to show a great love of truth and distinct reasoning abilities are raised to become the leaders of that society. The desires and wishes of each individual child are irrelevant to this allocation. Nevertheless, most are content with this arrangement because they are taught and come to believe that they are all brothers and sisters who must serve their community by fulfilling their natural, preordained role. The society is just as long everyone contributes to it by minding their business and not interfering in that of others.[1]

In the second society, children are raised in private, nuclear families. The unchosen circumstances of their birth, including who their parents are, where they were born, and their class, race, and gender status shape their life paths, often to a significant extent. From the beginning, their chances of becoming a musician, a politician, an academic, or a service worker are shaped by various factors beyond their control and irrelevant from the perspective of their ability to fulfil such roles. If their parents are highly educated and wealthy, they are much more likely to receive an education that will allow them to occupy a well-compensated and highly respected position. By contrast, if their parents live in a poor, perhaps racially segregated area, the educational and professional paths in fact available to them will be severely limited. Many people are content with this arrangement because they are taught that the competition is fair—opportunities are by law equally open to all those individuals willing and able to seize them, regardless of who they are and to whom they were born. According to the dominant ideology, accidents of birth can be corrected through hard work, which will allow everyone to ‘rise’ as far as their talents take them.[2]

Which of these is a meritocracy? Surely, the first society seems to be governed by merit—each task and role is fulfilled by the person best suited for it. Show yourself to have a keen eye for the visual arts and all the resources to become a great painter or sculptor will be placed at your disposal. Nobody will have a better chance than you at becoming one—it does not matter that they really want to try their luck at painting (perhaps much more than you), that their biological parents were artists, or that they could have afforded tuition at the best art school. That person will only become a painter if the teachers discern that same talent in them. Otherwise, they will be assigned a different task, through which they can best contribute to society. No drop of talent will be wasted.

The second society, which much more closely resembles our own, also seems to be meritocratic, but in a different respect. Regardless of any natural disposition or proclivity, there is no legal barrier to you becoming a visual artist. If you start painting and you are appreciated by other artists or critics, or have success selling your art, then you are free to be a painter. Nobody can tell you that you have no business creating visual art because your talents lie elsewhere and are being wasted. Nor can anyone accuse you of squandering society’s resources in becoming a visual artist when so many others are or would have been much better at this task—the choice to compete with you to make their living in the same fashion was open to them.

In my view, both of these social arrangements can be called meritocracies because the concept of ‘meritocracy’ is far more open-ended than its proponents and critics have so far recognised. Rather than having a standalone meaning, meritocracy is always reliant upon other values and ideals for what a good human life and a good society look like, which can vary dramatically.

To begin with, we should distinguish between the principle of merit and a social, economic, and political arrangement we call a meritocracy. Merit is a principle according to which rewards, positions, and goods are allocated to particular persons on the basis of desert—as a result of certain qualities, feats, or achievements. Both the rewards and the rewarded traits vary in accordance with context—the team who wins the Premier League is awarded a few dozen million pounds and a prestigious trophy, while the winner of my friends’ Fantasy PL Mini-League gets a kit of their choice. But not every context in which judgments of merit are made and rewards allocated on their basis is a meritocracy. A mother might give a treat to the child who is most well-behaved at the doctor, but that does not make the family a meritocracy. For this reason, we should reserve the label ‘meritocracy’ only for those social and political communities and institutions in which goods are primarily or exclusively distributed on the basis of merit.

Where does this leave our current debates and controversies about merit and meritocracy? Some social and political thinkers argue that most contemporary societies are not, nor have they ever historically been, meritocracies.[3] The implication of this view is that ‘true’ or ‘real’ meritocracy would have certain political, economic, and institutional features that are absent from our existing and past arrangements. Other thinkers have articulated trenchant critiques of merit and meritocracy, discussing the “tyranny” of merit and meritocracy, the “meritocracy trap”, the “meritocracy myth” and even the “haunting spectre of meritocracy”.[4] The latter argue that our meritocratic arrangements are deeply unjust, harmful for both ‘winners’ and ‘losers’, and that ideologies of merit often function to obscure these realities and justify our social, economic, and political institutions. Elite higher education institutions in the US and UK have been the targets of both types of criticisms. While some have called out the spurious nature of elite universities’ claim that admission is exclusively or even primarily merit-based (see the legacy admissions, class and race bias, bribery, and corruption scandals of the past few years), others have focused on the negative effects that the intense competition pre- and post-college admissions have on students’ mental health and general wellbeing, as well as on society writ-large.

Though both types of criticisms are well-founded, I think that they misidentify merit (or the lack thereof) as the culprits. Because of its open-ended nature, merit as a principle necessarily attaches to other values, ideals, and commitments. For example, universities with a liberal arts focus often evaluate the ‘well-roundedness’ of candidates, including their involvement in arts, sports, activism, etc., as a central merit, while research-focused universities pay much more attention to specialised academic merits such as grades and test scores. Thus, what the resulting meritocratic arrangements look like depends on an institution or society’s conception of individuals and their relationship to the collective, how individuals are expected to relate to each other and the larger group, and the purposes of the collective endeavours and coordination efforts. In other words, merit attaches to a social theory, a set of moral, social, and political norms, as well as an ideal of justice and the good life.

Take the first society described above. The principle of merit serves a vision of social life that prioritises the collective good over and above the good of its individual citizens. In order to achieve justice, each person must fulfil the role they are most suited for, regardless of their personal desires, ambitions, and preferences. The influence of factors that are arbitrary and irrelevant from the perspective of justice—such as class, race, or gender—is therefore neutralised to the greatest extent possible. If I can best make a contribution as a cobbler, I will be given all the resources to become one. At the same time, I am prevented by society from being a ‘busybody’ by attempting to become an opera singer. Regardless of my personal fancies and ambitions, I must submit to the judgment of our communal teachers about my talents and abilities. This arrangement of society will of course strike modern sensibilities as extreme in its lack of concern for individual freedom and its assumptions about natural or innate talent. The point of the example is not to defend this social arrangement as an actionable alternative type of meritocracy, but rather to point out that meritocracies exist on a spectrum, varying from this pole to the more familiar one inherent in the second society described.

In the second example I offered, society is supposed to resemble the free market model of ‘careers open to talents’. Merit is subordinated to the pursuit of private profit within capitalism, as opposed to a vision of the collective good. Judgments about the value of an elementary school teacher’s contribution to society, as compared to a hedge fund manager, are determined by market forces.[5] The social theory is one of extreme individualism and society is not seen as anything more than an aggregate of people, each of them pursuing their interests. Unlike the first example, there is no sense of a collective vision of justice that individuals must contribute to. Even though all opportunities are formally open for anyone willing to compete for, they are in fact limited and circumscribed by structural injustices and inequalities.

These two different examples of social arrangements that can plausibly be called meritocracies show us that the concept should not be understood as describing a single unitary system, but rather as a spectrum of social, economic, and political arrangements that take very different forms depending on the values placed at their core. Like many contemporary critics, I recognise the profound injustices and limitations that characterise our contemporary forms of meritocracy. However, unlike them, I do not think the ideal of meritocracy itself is to blame. Nor is the solution to try to make the current system ‘more meritocratic’. By criticising merit itself we are focusing on an empty abstraction, rather than the deeper political commitments that we should be collectively deliberating upon and changing. Somewhere between the two societies I portrayed at the poles of this spectrum, we might find a more just meritocracy.
 


[1] This description is roughly based on Plato’s Ideal City (The Republic, trans. by Allan Bloom (New York: Basic Books, 1991).

[2] On the ‘rhetoric of rising’, see Michael Sandel, The Tyranny of Merit: What’s Become of the Common Good?, Chapter 3 (Farrar, Straus and Giroux, 2020).

[3] See, for example, Stephen McNamee and Robert K. Miller, The Meritocracy Myth (Lanham, MD: Rowman & Littlefield, 2004).

[4] Michael Sandel, The Tyranny of Merit: What’s Become of the Common Good? (Farrar, Straus and Giroux, 2020); Daniel Markovits, The Meritocracy Trap: How America’s Foundational Myth Feeds Inequality, Dismantles the Middle Class, and Devours the Elite (Penguin: 2019); Lani Guinier, The Tyranny of the Meritocracy: Democratizing Higher Education in America (Boston: Beacon Press, 2015); Kai Yu, The Implementation of Inclusive Education in Beijing: Exorcizing the Haunting Specter of Meritocracy (Lexington Books: 2014).

[5] For a critical analysis of this feature of contemporary meritocracy, see Michael Sandel, The Tyranny of Merit: What’s Become of the Common Good? (2020), especially Chapter 5: Success Ethics.

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24/1/2022

Populism without fantasies

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​by Federico Tarragoni

Prof. Federico Tarragoni is Director of the Centre for Interdisciplinary Political Research (CRIPOLIS) and Co-Directeor of the Laboratory of Social and Political Change (LCSP) at the Institute of Humanities, Sciences, and Societies, University of Paris. His interests lie in revolutionary processes and social conflict, populism and popular movements, sociological theory, the history of ideas, and political philosophy. His article 'Populism, an ideology without history? A new genetic approach' is forthcoming in volume 27 of the Journal of Political Ideologies. This post is a translation of a previous text, published online by the geopolitical journal Le Grand Continent. The Editor-in-Chief is grateful to the editorial team for permission to publish a revised and expanded English version of the French original.
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​In an old textbook on populism, the psycho-sociologist Alexandre Dorna described the phenomenon as a 'volcanic eruption': a surge of the repressed impulses, instincts and fantasies of the masses onto the political scene.[1] This analysis is very common today, especially in relation to the so-called 'far-right populisms', such as the governments of Trump, Bolsonaro, or Orbán. We will not be talking here about the fantasies (in a Freudian sense) of which populism would be the political vector, but about those that it expresses in the speaker who speaks about it. What exactly are we saying when we categorise something as 'populist'? It is well known that the word is used more to stigmatise than to designate positively. Its proliferation in public debate over the past decade has been unprecedented: in 2017 the Cambridge Dictionary awarded it 'word of the year'. Its inflation in the public debate points to the undeniable re-emergence of the ‘people’ as political operator, especially since the subprime crisis of 2008. On the extreme right, this resurgence is expressed in xenophobic nativist movements that oppose the national people to immigration and to ethnic and sexual minorities. On the far left, it appears in plebeian movements that oppose the ‘people’ as a democratic subject to a ruling class, judged to be in collusion with neoliberal economic elites, and accused of corrupting democracy. Both renewals emerge in the global political space. While the former may be compatible with a neoliberal economic orientation, as in the cases of Trump and Bolsonaro, the latter is in frontal opposition.
 
The fantasies of populism
 
Contemporary uses of populism, whether they see it as a threat or as a chance to radicalise democracy, assume that both phenomena lie in the same direction; that they are politically and historically univocal. This is the fantasy I am talking about: in the Freudian sense, the main imaginary production by which those who speak of populism today escape from reality. Here, the historical and sociological reality is that the 'people' of the extreme right have very little to do with the 'people' of the far left. Each of us can easily see that their projects, situated on opposite sides of the political spectrum, have more differences than similarities. In spite of this, the majority of studies in political science persist in seeing in these two phenomena some variants of the same reality: populism. This would be anchored in the extremes, which would therefore be strictly comparable in terms of their political use of the ‘people’. With a touch of irony, I call 'populology' the scholarly discourse structured around this thesis, which takes up the old 'horseshoe theory' in French political science.[2] A thesis that seems to describe, in a clear and transparent way, our political actuality in the 21st century. But its simplicity tends to oversimplify it to the point of obscuring its real socio-political dynamics for at least three reasons.
 
The first reason is that the only thing in common between the extreme-right and the far-left 'populists' is nothing other than the opposition between the 'people' and the 'elites'. However, this opposition takes on such different and even opposite meanings in its two ‘variants’ that it is no longer sufficient to qualify something common. The 'people' is an extremely polysemous concept, since classical Greece, where there are about twenty words used to describe it: dèmos or the whole of the citizens, laos or the whole of the individuals sharing a common culture, ethnos or the whole of the members of a clan, genos or the whole of the individuals sharing a common ancestor, hoi polloi (‘the most numerous’) or the social majority of a population, ochlos or the people in tumult, ekklesia or the assembled people, etc.
 
Each of these terms designated this intangible and ineffable entity that was the ‘people’, based on a specific property or operation that it is supposed to perform in the polis. This definitional difficulty has been further complicated by modern political ideologies, all of which have more or less adopted this central word of democratic modernity. This is why the term is now invoked to designate political projects that have more differences than similarities between the extreme right and the radical left. Unless we consider, as the vast majority of contemporary theorists of populism do, that it is an essentially discursive phenomenon. That it is therefore extremely plastic, reflecting the emptiness of the word ‘people’ and the appeals that invoke it. But are the affects and political behaviours that these populist appeals aggregate really comparable? In reality, if populism is discursive by nature, all politics is discursive; in the same way, liberalism would be a political discourse centered on the word 'freedom', which is also fundamentally ambiguous. Would we then be ready to assert that all political actors who have claimed or are claiming today 'freedom' against a regime that deprives them of it, whatever the political project defended, are comparable? Are we ready to compare feminists, socialists, Berlusconi, the Austrian FPÖ, and so many others? We should recognise that almost all the political phenomena of our modernity are 'liberal' in this sense. Just as today we end up thinking that everything is potentially populist, when we talk about the 'people' against the 'elites'.
 
The second reason is that behind this idea that populism refers to any appeal to the ‘people’, we are in fact confusing distinct political phenomena: social movements, such as Occupy Wall Street, the Indignados or the Gilets jaunes, all structured by the opposition ‘people vs. elites’; political organisations, such as the Rassemblement national, Podemos, and the Labour-affiliated group Momentum, all calling for the ‘people’ against the establishment; modes of appealing to the electorate by the ruling class, more or less demagogic, such as those of Silvio Berlusconi, Nigel Farage, or Donald Trump; finally, political regimes based on the principle of the embodiment of the people by the Head of State, such as those of Erdogan, Putin, or Orbán. These phenomena are ontologically heterogeneous. Here the concept of populism is more confusing than elucidating, because it leads to abandon more precise historical concepts, such as demagogy, neo- or post-fascism, Bonapartism, and authoritarianism, in favour of a vague and fuzzy word. In other terms, there is more in common between authoritarian regimes, whatever their modes of legitimation, than between an authoritarian regime claiming to represent the people against corrupt elites, and a social movement claiming to constitute one against the ruling elites. Similarly, if populism describes modes of appealing to the electorate based on proximity, illusion, and overpromising, it would be more correct to speak of demagogy; it would then be necessary to question the reasons for its rise in contemporary political communication, as much among the establishment parties as among the anti-establishment ones.
 
The third reason is that behind the idea that populism is a plastic discursive construction, there is a tendency to confuse positive and value judgements. The ‘people’, like all our political terms, is a controversial normative word: as a synonym for collective sovereignty, it can be seen as the quintessence of democracy, or as a symbol of an oppressive totality, representing a threat to individual freedoms. If we do not empirically observe the concrete practices that this 'people' produces in the social space, we can be led to take our own value-judgments about 'the people' as science. Depending on the different ways of defining democracy (this concept which is also inseparably descriptive and normative), one will thus make a different case for populism.[3] If, like Jan-Werner Müller, we define democracy as a procedural horizon for safeguarding individual liberties, the 'people' inevitably becomes suspect, both in the political discourse of the extreme right and the far left.[4] If, like Chantal Mouffe, we define democracy as an agonistic horizon of conflictuality, the ‘people’ becomes the very quintessence of the democratic dynamic, because it is always constructed by opposing groups claiming democracy against the elites.[5] Thus, on Müller's side, we lose sight of certain emancipatory uses of the ‘people’, which can radicalise a democracy conceived in a strictly procedural way. But on Mouffe's side, we lose sight of the fact that certain conflictual constructions of the ‘people’ are actually anti-democratic, such as those proposed by the neo-Nazi movement FPÖ in Austria or by the ‘Golden Dawn’ in Greece, because they challenge the liberal foundations of our democracies.
 
A new genetic approach
 
In fact, before we can even discuss whether populism is progressive or regressive for our democracies, we need to agree on what we are talking about. We need to clear up the many ambiguities to which contemporary uses of populism give rise: ambiguities in the classification and in the comparison that is proposed. In reality, we still do not know what populism is: not only do we not really know how to explain it, but we continue to disagree, among scholars, on what it encompasses empirically.
 
Despite the huge inflation of books and articles on the subject, we are still at the first steps of a scientific method. This makes the enterprise questionable for those who consciously choose not to use the concept. But it also makes it exciting and thrilling for those who take the problems posed by the concept seriously, seeking new solutions to its enigma. I propose a new 'genetic' approach, which consists in going back to the founding experiences of populism: the Russian narodnichestvo (between 1840 and 1880), the American People's Party (at the end of the 19th century) and the national-popular regimes in Latin America (between 1930 and 1960).[6] Why them and not others? Why this return to the past when populism is such a current phenomenon? For one simple reason: these three historical experiences are defined by the entire scientific community as populist; they do not carry the ambiguities of what is too broadly called populism today. It is therefore a solid starting point for a new analysis. This is all the more true since historical distance makes it possible to look at current events in a more complex way. If there is one lesson of social sciences since Max Weber, it is this: we must analyse the present from the past, and not the opposite. Yet, concerning populism, we often move between presentism (the idea of the radical newness of our present, disjointed from the past) and anachronism (the distorted reading of past populisms from our present).
 
By comparing these founding experiences of populism, we obtain an ideal type: in the sense of Max Weber, a 'logical utopia' resulting from the stylisation of reality and the deliberate accentuation of certain features, which help to understand empirical reality by comparison with the model. The first recurring feature, which will be accentuated, is that populism always appears within the crisis of governments claiming to be legitimated by the people, but excluding them socially, economically, and politically.
 
The second recurring feature is that populism is structured by the opposition between the 'people' and the 'elite', but it gives an ideologically singular interpretation of this opposition, which defies any comparison between the far left and the extreme right. The 'people' appears as the name of a utopia: a democracy restored to its sovereign subject, involved in a dynamic of radicalisation of both freedom and equality. Populist democracy is conceived against the reduction of democracy to representative governments: an ‘elective aristocracy’ that is always potentially oligarchic.[7] The 'elite' is the force that opposes this project of founding a populist democracy. The 'people' and the 'elite' thus do not define two concrete social groups, but two forces of democratic modernity: the 'people' is associated with the insides, with life and tradition; the 'elite' with the outsides, with reason and modernisation. This idea is central to the writings of the founder of populist ideology, the Russian Alexander Herzen (1812–70), who provided a systematic version of it at about the same time as Marx and Engels were working on the idea of communism. The Russian populists (narodniki), who were to deeply influence Lenin (his brother had been one of them), were convinced that the peasantry, the social majority of the people, could provide the organisational forms on which the future democracy could be built.
 
As a radical political ideology, populism is accompanied by the expression of a certain revolutionary charisma. This is the third recurrent feature of the phenomenon. In the Russian and American cases, this charisma is ‘available’ to the actors of the social movement, who can all aspire to embody the mobilisation: it is an ‘acephalous’ charisma. When the American farmers created their own party, the People's Party, this charisma was gradually personalised: the party acquired two brilliant charismatic leaders, James B. Weaver and William Jennings Bryan.
 
The latter, a great critic of the financial system of the Gold Standard, deemed responsible for the American social crisis, gave a speech in 1896 with eschatological connotations: the ‘Cross of Gold’ Speech. This young lawyer from Nebraska attacked the idle holders of capital in the ‘great American cities’, accusing them of strangling the working classes and draining the country's ‘broad and fertile prairies’. ‘The humblest citizen in all the land’, he said, ‘when clad in the armor of a righteous cause, is stronger than all the whole hosts of error that they can bring. I come to speak to you in defense of a cause as holy as the cause of liberty, the cause of humanity’. ‘You come to us’, he replied to the supporters of the Gold Standard, ‘and tell us that the great cities are in favor of the Gold Standard. I tell you that the great cities rest upon these broad and fertile prairies. Burn down your cities and leave our farms, and your cities will spring up again as if by magic. But destroy our farms and the grass will grow in the streets of every city in the country’. ‘If they dare to come out in the open field and defend the Gold Standard as a Good thing’, he concluded, ‘we shall fight them to the uttermost, having behind us the producing masses of the nation and the world. Having behind us the commercial interests and the laboring interests and all the toiling masses, we shall answer their demands for a Gold Standard by saying to them, you shall not press down upon the brow of labor this crown of thorns. You shall not crucify mankind upon a cross of gold’.
 
In the Latin American case, populism had powerful charismatic leaders too: Juan Domingo Perón in Argentina, Lázaro Cárdenas in Mexico, Getúlio Vargas in Brazil, Jorge Eliécer Gaitán in Colombia, Rómulo Betancourt in Venezuela, Victor Raúl Haya de la Torre in Peru, Víctor Paz Estenssoro in Bolivia, Carlos Ibáñez del Campo in Chile.
 
Finally, a last recurring feature of populism is the socially heterogeneous nature of the mobilisations. They involve alliances between impoverished working classes and middle classes made precarious by the economic crisis: they all share the view that the ruling class is disconnected from the needs of the population's majority. Moreover, these mobilisations have no real class basis: they bring together different democratic causes carried by ‘subaltern groups’ in the sense of Antonio Gramsci, whose relations of domination go from class, to gender, to race.[8]
 
Populism is therefore an ideology of crisis. It appears in a context of socio-economic crisis which becomes a legitimacy crisis of a government which, claiming to rule in the name of the people, appears collectively as the expression of an oligarchy's interests. Because of this context, populism operates as a crisis phenomenon. Thus, we can speak of 'populist moments' because populism can hardly survive beyond the crisis that institutes it. Despite its mobilising potential, because of the revolutionary charisma it brings to the stage and its capacity to federate several social demands, it is not sustainable. Why is this so?
 
The Latin American case provides some answers to this tricky problem. From the outset, it is difficult to achieve a programme as ambitious and vague as founding a radical democracy. On the one hand, such a programme should cover all spheres of social life, from culture to education, employment, citizenship. Let's think of Perón's Partido Justicialista, founded in 1946 and charged with democratising Argentinian society in the areas of education, university, civic and social rights, work and social inequalities, gender, culture ... A project that can lead to many disappointments among the mobilised popular base once populism is in power. The radical wing of Peronism—the Montoneros—and the communist left constantly deplore public policies that do not meet the democratic expectations of the Argentinian people. On the other hand, such a maximalist project runs the risk of removing all obstacles to State intervention in society: an intervention which, adorned with the noble objective of radicalising democracy, may end up subjecting to it the preservation of certain freedoms, such as those of the press or the unions.
 
In short, as much as populism is useful and necessary as a protest ideology, it is not very effective as an ideology in power. This is all the more the case because, by giving a central place to charisma, it leads, in the conditions of the organised competition for power, to a strong personalism. The mobilisation's leader who becomes the charismatic Head of State tends to introduce into populism a strongly vertical dimension, which is opposed to the horizontality of the social movement. The opposition between the 'people' and the 'elite' also tends to change once it is transformed into an ideology of public action: from a radically democratic opposition (deepening democracy by injecting more popular sovereignty), it tends to polarise society between 'friends' of the people and 'friends' of the elite. During my fieldwork in Venezuela (2007-11), one of the countries of the populist revival in the twenty-first century, I was confronted daily with the harmful effects of such polarisation, which ultimately undermines democratic communication.[9] In institutional politics as well as in ordinary life, people had stopped debating, and instead fought each other in the name of imaginary plots attributed to one part of society against the other. This logic, combined with personalism and statism, finally legitimated an authoritarian turn within the State that began in 2005 and was reinforced with Nicolas Maduro's election.
 
What is left of populism?
 
As the Latin American case shows, this is the main problem with populism in power: an ideology that aims to re-found or radicalise democracy quickly comes into conflict with the logic of the State. This reflection is useful when considering what to do with populism today.
 
What remains of this historical ideology? What is left is clearly left-wing populism. From an ideological point of view, the so-called 'right-wing populism' refers to a completely different historical matrix: that of ethnic nationalism (or nativism), with strong antisemitic connotations, which was born in Europe at the end of the 19th century, irrigated the fascist movements, and was rebuilt in the 1980s against the migratory globalisation and the emancipatory struggles of the 1970s. Left-wing populism, by contrast, emerged in Europe and the United States after the Latin American ‘left turn’ in a similar context to that of past populisms: a socio-economic crisis, the subprime crisis, which revealed the disconnection of neoliberal elites from the social needs of the majority. The democratic socialism of Bernie Sanders and Alexandria Ocasio-Cortez, the Labour Momentum, Podemos, the Five Star Movement, Syriza, La France insoumise: they have canalised the new populist mobilisations.
 
For those of them that have come to power, the same structural problems of Latin American populisms can be observed, even if the danger of an out-of-control statism is less pronounced there, due to the smaller role of military elites in the socio-historical construction of States. Like past populisms, populisms of our time are very ephemeral: none of them are in the same place as they were three years ago. The concessions made to the establishment have almost erased some of them from the electoral map, like Syriza. All of them have strong internal cleavages. One is the opposition between a ‘pragmatist’ wing and a ‘radical’ wing, as in the Italian Five Star Movement during Mario Draghi's government. The other is the split between 'populist strategy' and 'leftist strategy', as in Podemos (between Íñigo Errejón and Pablo Iglesias) and La France insomise (between Jean-Luc Mélenchon and Clémentine Autain). In short, populism still appears as a singular political moment; a moment that already seems, in part, to be behind us. If the populist moment of 2008 has closed, with the disappointments that populist parties in power have generated in their falling electorates, another one may arise in the future.
 
Two points should then be borne in mind. Firstly, populism does not remain the same between the destituting, contesting phase and the reinstituting phase in power; it changes politically. It is therefore necessary to control this mutation. Secondly, it is becoming urgent to separate the destiny of the extreme right and that of the radical left: the idea that there would be a populist dynamic common to both prevents us from thinking about the necessary renewal of a left-wing populism. On the contrary, this idea causes systematic haemorrhaging of left-wing voters who see in a supposedly common strategy with the extreme right a legitimate reason for disgust. Thinking about a left-wing populism for the years to come can only be done on the basis of these two analytical and strategic observations.

​

[1] Alexandre Dorna, Le populisme (Paris : PUF, 1999).

[2] Federico Tarragoni, L’esprit démocratique du populisme. Une nouvelle analyse sociologique (Paris : La Découverte, 2019). On the 'horseshoe theory', see Jean-Pierre Faye, Le siècle des idéologies (Paris : Press Pocket, 2002). For a critical point of view, cf. Annie Collovald and Brigitte Gaïti (eds), La démocratie aux extrêmes. Sur la radicalisation politique (Paris : La Dispute, 2006).

[3] Quentin Skinner, ‘The Empirical Theorists of Democracy and Their Critics’, Political Theory, 1, Issue 3 (1973), pp. 287-306; John Dunn, Setting the People Free. The Story of Democracy (New York: Atlantic books, 2005).

[4] Jan-Werner Müller, What is Populism? (Philadelphia: University of Pennsylvania Press, 2016).

[5] Chantal Mouffe, For a Left Populism (London: Verso, 2018).

[6] Federico Tarragoni, « Populism, an ideology without history? A new genetic approach », Journal of Political Ideologies, 26, Issue 3 (2021). DOI : 10.1080/13569317.2021.1979130.

[7] Bernard Manin, The Principles of Representative Government (Cambridge: Cambridge University Press, 2010).

[8] Antonio Gramsci, Prison Notebooks [25 §4, 1934] (New York: Columbia University Press, 2011).

[9] Federico Tarragoni, L’Énigme révolutionnaire (Paris : Les Prairies ordinaires, 2015).

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22/3/2021

Liberalism and negative liberty

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by Yiftah Elazar and Efraim Podoksik

Dr. Yiftah Elazar and Dr. Efraim Podoksik are respectively Lecturer and Senior Lecturer in the Department of Political Science, Hebrew University of Jerusalem. Their interests cover political theory and the history of ideas, including concepts of freedom, democracy, citizenship, nationalism, and government, and the political thought of the late Enlightenment as well as contemporary Germany and Britain. This piece builds on their article 'How did negative liberty become a liberal ideal?', forthcoming in the Journal of Political Ideologies in 2021.
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When liberals and libertarians speak of liberty today, they often think of it as ‘negative’, in the sense of being left to our own devices, especially by the government. The distinction between ‘negative’ and ‘positive’ liberty was popularised by Isaiah Berlin, the twentieth century British historian of ideas and philosopher, whose 1958 lecture ‘Two Concepts of Liberty’ has made it into a staple of late modern political thought.

Berlin portrayed negative liberty as a liberal political ideal, but he was no libertarian in the American sense of minimal government and anti-welfare state. Some of his libertarian followers have taken the argument further. They have advocated the maximisation of negative liberty and the corresponding minimisation of the state. In popular political discourse, the idealisation of negative liberty has produced a belief, famously articulated by United States President Ronald Reagan, that ‘government is not the solution to our problem; government is the problem’.

Surprisingly, however, when the concept of negative liberty first emerged in early modern political thought, it was not conceived as a political ideal. It was more like an anti-ideal. Thomas Hobbes and Jeremy Bentham, the two most important theorists of negative liberty in early modern political thought, both used the negative definition of liberty as a deflationary device, in order to deflate democratic political language.

Hobbes argued that democratic writers were conceptually confused about the meaning of liberty, which led them, in turn, to democratic excess. The Hobbesian definition of liberty as the absence of external impediments was supposed to pour a bucket of cold water on their excessive demands for freedom. Bentham, who popularised the claim that the idea of liberty is ‘negative’, used his negative definition of liberty as an ideological weapon. Writing on the concept of liberty during the American Revolution, he expressed his wish, intended to ‘cut the throat’ of what he believed to be a false and dangerous rhetoric of liberty and rights serving the cause of pro-American ‘democratic fanaticism’. He thought that the pro-American democrats had confused notion of liberty as something ‘positive’ (in the sense of being something real and desirable), and he wanted to rid them of their illusions.[1]

On its road from Bentham to contemporary libertarianism, then, the negative idea of liberty has undergone a curious transformation. It has turned from a deflationary device to a central ideal. How did this happen? This is the historical puzzle that has caught our imagination. We are making the task of addressing it more manageable by revisiting Berlin’s account and fleshing out some of the ideological history underlying it. Two themes in particular, that Berlin’s piece had obscured, deserve examining.

First, the theme of negative liberty and democracy. Negative liberty has served, in different historical moments, as an ideological weapon against radical democracy. But it also points to an important shift in the manner in which the negative conception of liberty has been deployed against radical democracy. Hobbes and Bentham used it as deflationary device against what they saw as the confused demand for excessive freedom from restraint. But from the eighteenth century onwards, Whigs and liberals shifted towards the endorsement of liberty as a moderate liberal ideal, which must be protected from democratic despotism or, in a later phrasing, from ‘totalitarian democracy’.

Second, the late and contingent association of the liberal conception of liberty with the idea of negativity. The liberal tradition was slow to adopt the classical utilitarian argument that the idea of liberty is ‘negative’. It is only towards the mid-twentieth century that several historical contingencies—the disentanglement of liberty from democracy, the rise of ‘positive’ liberty and its association with totalitarianism, and what we describe as ‘the fashion of negativity’ in the twentieth-century interwar years—combined to create ‘negative liberty’ as a central liberal ideal.

Let’s take this a bit more slowly. One way of tracing the history of the negative idea of liberty is to keep our eye on a tradition of Whig and liberal political thought that advocated individual liberty as a moderate ideal. Prior to this tradition, demands for liberty were often associated with radical democratic politics. But in the work of Montesquieu, and in the debates that took place in the context of the American Revolution, liberty was disengaged from democracy and associated with moderation.

The French Revolution exerted crucial influence on the development of an antagonism between individual liberty and democracy. The peculiar circumstance that the Jacobins employed the slogans of liberty while conducting a campaign of systematic violence gave birth to a discourse that placed liberty squarely at the centre of the political map, threatened by both the political left and right. Thus emerged nineteenth-century French liberalism as the centrist ideology of the post-Revolutionary era.

The historical divorce of liberty from radical democratic politics and its transformation into a liberal ideal reached its apex in the aftermath of the Bolshevik Revolution. If previously many radical currents felt themselves generally at ease with the promotion of ‘bourgeois’ freedoms, now under the influence of the Soviet regime the very idea of these freedoms became more and more suspect. This allowed the critics of the leftist regimes to forge the notion of totalitarian democracy and identify it with the revolutionary left. This term—‘totalitarian democracy’—was thus adopted by centrist liberals to describe regimes emerging out of the radical democratic rhetoric of the Bolsheviks. The historical divorce of liberty from radical politics was completed. Liberty was now firmly situated in the sphere of non-revolutionary bourgeois politics.

This schematic account clarifies the historical context for the tendency of Cold War liberals like Berlin to depict liberty as an ideal that faces hostility both from the radical left and from the reactionary right, depicting both extremes as versions of totalitarianism. But it does not explain how the supposed clash between Western democracy and totalitarianism came to be perceived in terms of an opposition between negative and positive liberty.

To understand that part, we looked, first, to the legacy of German Idealist philosophy and its relation to the twentieth-century debates on totalitarianism. It is in Kant and Hegel that we find the idea of ‘positive’ liberty as a conceptually valid and normatively superior idea of freedom. This new understanding of liberty greatly influenced the British Idealists, such as T.H. Green and Bernard Bosanquet, who brought the dialectic of negative and positive liberty into the British philosophical scene.

In the work of some of the younger theorists of new liberalism, such as J.A. Hobson and L.T. Hobhouse, the idea of positive liberty was used in order assign the state the task of removing via social reforms obstacles to the mutual cooperation of harmonious individuals, thus liberating rather than suppressing the spontaneous energies of individuals. But in the work of German romantics such as Adam Müller, liberty was taken to contain a strong conservative element. It espoused the ideal of devotion to a national collective and advocated an increased role of the state in the life of the society and culture.

When this German ‘conservative’ tradition, as Karl Mannheim described it, was supplanted by a movement of conservative revolution, and, in turn, by Nazi totalitarianism, its ‘qualitative’ or ‘ethical’ conception of liberty was coloured in a much more sinister light. Liberal critics such as Karl Popper accused German advocates of positive liberty of substituting the true meaning of liberty with its exact opposite. At the same time, liberal critics began to blur differences between the anti-liberal right and left, so that qualitative liberty began to be ascribed to both. Thinkers such as Rousseau and Marx, whose radical and emancipationist credentials had formerly been beyond doubt, were now associated with the reactionary rejection of liberty.

The critique of positive liberty opened the possibility of a complementary movement: the transformation of negative liberty into a positive ideal. But to complete this latter part of the story, we need one more component, which we have described as ‘the fashion of negativity’.

Philosophically, the interwar years were the period in which the logical positivists and the British realists successfully demolished the influence of philosophical Idealism, and advocated, instead, sceptical modesty. Culturally, the worldview of the post-World War I generation was marked by anxiety, alarm, and even despair. ‘Negative’ carried a tone of sophistication and superiority over pre-War naïveté. In this context, to prefer ‘negative’ over ‘positive’, even while admitting the philosophical power of the ‘positive’, would not appear as rhetorically self-defeating. On the contrary, opponents of ‘negative liberty’ were faulted for sinning against a commonsensical, modest idea of liberty.

This brief account suggests that the tortuous history of negative liberty has led not only to its transformation into a central liberal ideal, but also to an ironic reversal of its original purpose. Hobbes and Bentham defined liberty in negative terms not in order to turn it into an object of ideological worship. On the contrary, they wanted to diffuse the passions aroused by the language of liberty. Ironically, shifting ideological contexts have turned this act of rhetorical diffusion into a magnet for new political passions.



[1] On this, see Yiftah Elazar, ‘Liberty as a Caricature: Bentham’s Antidote to Republicanism’, Journal of the History of Ideas 76(3) (2015), 417–39.

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15/3/2021

Socialism, egalitarian utopias, and self-ownership

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by Fernando Lizárraga

Dr Fernando Lizárraga is Senior Researcher at the Patagonian Institute of Studies in Humanities and Social Sciences (IPEHCS) and Senior Lecturer in Political Theory at Comahue National University, Argentina. His research interests lie in egalitarianism, fraternity, self-ownership, and contemporary theories of social justice. This piece builds on his article on the social thought of Edward Bellamy, forthcoming in the Journal of Political Ideologies in 2022.
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When pursuing the clarification of socialism’s core concepts, according to the methodology advocated by Michael Freeden for the study of political ideologies, equality stands out as one of the undisputed ideas on that complex, variegated, and often quarrelling tradition. The other key concepts or conceptual themes that form the kernel of socialism are, according to Freeden, “the constitutive nature of the human relationship, human welfare as a desirable objective, human nature as active, … and history as the arena of (ultimately) beneficial change”.[1] The method leading to this list involves a particular understanding of political ideologies which differs from the usual approach taken by political theory or political philosophy. It requires a thorough study into the main currents of socialism—not only of the Marxist version—and the specification of the relevant concepts through a process of decontestation. The research aimed at specifying those core concepts is also necessary when it comes to depicting the ideas that comprise the adjacencies and periphery of the socialist ideology. There is a particular difficulty that arises when looking into socialism’s morphology, namely, the fact that socialism is both a critique of capitalist society and also a project of a society yet to be brought about: “unlike conservatism, or even mainstream forms of liberalism, socialism is peculiarly prone to a dual temporal existence. It is centrally founded on a critique of the present, yet significantly projected onto a future of which there is as yet little empirical evidence”.[2] This second aspect demands a “leap of faith and imagination”—to use Freeden’s expression.[3] By and large, the self-awareness of socialism—as an ideology containing at the same time a dominant scientific side and a subordinate utopian (normative) dimension—faded away in the face of different dogmatisms promoted by socialist states. But with the collapse of the socialist bloc, there emerged a need for a revision and updating of key elements of the tradition.
 
Recent scholarship about socialism has largely benefited from the impact of John Rawls’s liberal egalitarianism on several fields of the social sciences and the humanities. After a reckoning of the ethical deficit caused by an extended belief in the scientific prowess of Marxism, a good number of socialist thinkers and activists admitted the need for a normative turn. This is not to deny, of course, the existence of a deep-seated ethical current in Socialism, as it is evident in the works of Eduard Bernstein, R. H. Tawney, G. D. H. Cole, amongst others, but only to highlight the fact that, because of the mainly Marxist anti-moralism, normative work was demeaned and considered powerless in the face of the anticipatory prodigies of historical materialism.  This year will mark the 50th anniversary of the publication of A Theory of Justice,[4] and the shockwaves of Rawlsianism are still highly influential. Discussion of the core concepts of socialism, from a normative perspective, have gained a promising place within academia and also within grassroots organisations. Shortly after the turn of the millennium, Alex Callinicos, in his Anti-capitalist Manifesto, advocated a specific form or socialist democracy that embodies four key values of an anti-systemic program: justice, efficiency, democracy, and sustainability, where justice embraces ideals such as liberty, equality, and solidarity.[5] A recent entry on “Socialism” by Pablo Gilabert and Martin O’Neill for the Stanford Encyclopedia of Philosophy singles out equality, democracy, individual freedom, self-realisation, and community or solidarity as paramount values of this tradition.[6] As we can see in these two examples, together with Freeden’s construal, the proposed lists of core concepts do not fully match with each other but have one striking coincidence: equality.
 
This quick exercise seems to support Norberto Bobbio’s famous statement about equality being the Pole Star of the left, as opposed to the anti-egalitarian right. More important, though, is the acknowledgement that values matter to socialism and Marxism in particular, and that it was a shortcoming to eschew any talk of ethical principles, fearfully avoiding a collapse into what Marx and Engels described as petty utopianism. One must only be thankful that this anti-utopianism was not understood as an outright rejection of utopia altogether. So, in defiance of Marx and Engels’s strictures against moral theory, important varieties of moral thinking emerged within the socialist purview, and a strain of ethical socialism came around in the second half of the nineteenth century, paving the way for the post-Rawlsian normative turn. Although the name of Ethical Socialism normally refers to a group of thinkers and activists of the late 1800s in the United Kingdom, it had outstanding representatives in other parts of the world. William Jupp, John Trevor, Thomas Davidson, and Edward Carpenter were key representatives of British ethical socialism. The last two are of particular importance since they were deeply influenced by American Romanticism and immanentism, especially by the works of Henry Thoreau and Ralph Waldo Emerson.[7]
 
In the United States, a provincial writer destined to become an almost involuntary political protagonist of the Gilded Age, Edward Bellamy, can be counted as one of the few who, despite the widespread dismissal of utopias, decidedly resorted to this genre—inherent to socialist critique and history—to carry out a double task: to cast a harsh indictment on capitalism as a predatory and unjust system, and to advance a vernacular conception of egalitarianism, which was the most cunning way to bring socialism and Marxist themes to the American public. He was also under the influence of American immanentism, transcendentalism, and the experiences of intentional utopian communities such as the famous Fourierist Brook Farm in Massachusetts. Bellamy’s ideas had a profound impact on the organised labor movement, especially among the Knights of Labor. Eugene Debs, founder of the Socialist Party in the United States, revealed that he became a socialist thanks to Bellamy and even met with the writer in his last days.[8] Daniel De Leon, too, is said to have started his revolutionary career under “Bellamy’s inspiration”;[9] and Charlotte Perkins Gilman, the leading feminist activist and writer, was also a prominent member of the Bellamyist movement.[10] John Dewey famously wrote that Bellamy was “A Great American Prophet”, and remarked that “what Uncle Tom’s Cabin was to the anti-slavery movement, Bellamy’s book may well be to the shaping of popular opinion for a new social order”.[11] In short, and in keeping with the morphological approach, I find it plausible to hold that Edward Bellamy’s condemnation of capitalism and the account of the alternative egalitarian society he advocated are founded one a thick idea of equality which, at the same time, involves an outright rejection of the principle of self-ownership. This last rejection, I also sustain, must be either counted as a component of equality as a core idea of socialism or as an adjacent but necessary concept that contributes to making sense of the kind of egalitarianism espoused by Bellamy and, to a large degree, by contemporary egalitarian socialists.
 
It must be noted that the principle of self-ownership, first conceived by John Locke, constitutes the founding tenet of contemporary libertarianism. In its most usual rendition, the principle says that individuals have over themselves the same kind of rights that a master has over a chattel slave and, by implication, those who enjoy self-ownership cannot, as a matter of right, be forced to help others through personal service or any other mandatory scheme of redistribution. Bellamy’s opposition to self-ownership must be understood in the context of his life-long advocacy for egalitarianism, as it is conveyed in his most famous utopian novels: Looking Backward 2000-1887 (1888),[12] and Equality (1897).[13] Such opposition—as I will explain—was founded on the idea of the common ancestry of humankind, on the belief that each person has ha debt to society and past generations; and most importantly, on the notion that it is “fraudulent” to believe that individuals deserve and fully own their natural and social endowments and owe nothing to each other. Looking Backward was one of the most significant literary works in the late 1800s in the United States. It sold millions of copies in a few years and was translated into several languages. The plot, as it normally happens in utopias, is a setting for the development of theoretical propositions. Bellamy uses a time-travelling scheme in which the main character falls into mesmerised sleep in 1887 only to wake up 113 later in his home city, Boston, which in the Year 2000 is part of a perfectly egalitarian society. Julian West, the protagonist, learns about the institutions and ethos of the new world in dialogue with his host, Dr Leete, a retired physician, and his daughter Edith. The sequel of Looking Backward, Equality, is a lengthier description of this new society. Bellamy gained almost immediate international recognition and country-wide acclaim, to the point that he became a keynote speaker for many associations, wrote extensively in his own newspaper, The New Nation, and, eventually, the Nationalist Party was created to advance Bellamy’s ideas. Nationalism, it must be said, was the name Bellamy adopted for his proposal, in an attempt to avoid the word socialism which was associated with violence and social unrest in the wake of the Haymarket Massacre and the mass strikes of the 1870s.
 
An in-depth exploration into Bellamy’s rejection of self-ownership reveals that such a stance is an integral part of his particular form of radical egalitarianism. The writer from Chicopee Falls (Massachusetts) thought that some of the dominant currents of socialism of his time were not radical enough as to how far they were prepared to push in the direction of equality. He thought that Fabians were too attached to the mechanism of retribution according to contribution, whereas Marxists allowed personal assets to have undue influence on distributive matters. These critiques of other varieties of socialism were the basis of his own understanding of equality. Bellamy considered equality to be the only relevant moral relationship between persons. From this uncompromising stance, he mounted a full criticism of the notion of self-ownership and propounded a strong egalitarian principle: “From each, equally; to each equally”.[14] The institutional arrangements of the utopian society that Dr Leete presents to Julian West are carefully designed and crafted to meet this extremely high standard, without giving in to the annulment of singularity or individual tastes. 
 
It is well known that William Morris’s News From Nowhere (1890) is a direct response to Bellamy’s vision, from an anarchistic and pastoral perspective, as opposed to the industrialist and somewhat highly regulated Bellamian society. Morris wrote a critical review in which he remarked that Looking Forward should be “considered seriously” but not taken as a “socialist Bible”. He thought that Bellamy only wanted to get rid of the ills of modern life, without changing that life altogether. He described the utopian system as State Communism, criticised its severe discipline, its industrialism, the major role of great cities, and the limited conception of work as productive activity dissociated from pleasure and creativity. But the core of Morris’s critique was aimed at Bellamy’s peaceful “economical semi-fatalism” that lead to the egalitarian society instead of a conscious struggle for a “free and equal life”.
 
Even though Bellamy does not reply to Morris’s review, many of these objections seem to have shaped the more nuanced portrayal of the utopian society in Equality and other writings.[15] At the same time, he comes up with a more straightforward rebuttal of self-ownership. So, when writing in The New Nation, he contends that it would be a “fraudulent” principle that which “would assume that an individual owns himself and has a valid title to the full usufruct of his powers without incumbrance or obligation on account of his debt to the past and his duties toward the social organism of which he is a part”.[16] At the same time, alongside a handful of acute arguments against increasing social inequalities and an outright indictment of monopoly capitalism, Bellamy pulls off a brilliant case against the entailment of the principle of self-ownership which forbids someone from lending assistance to others unless it is done by a consented interpersonal contract. In Equality, he contends that under capitalism it is accepted that “everyone is entitled to … the result of his abilities” and that this is plainly wrong because “they would naturally acquire advantages over others in wealth seeking as in other ways”.[17] Since he thought that abilities and the capacity for effort were due to the mere chance of birth, Bellamy ruled out the claim that the better endowed had a rightful claim over the advantages they could muster by using those undeserved talents. Therefore, it was the mission of social institutions to keep these inequalities from arising. It is easy to see that Bellamy was advancing similar arguments to those that, in the early 1970s, John Rawls used to build his monumental theory of justice as fairness. 
 
If Rawls springs up in this account of Bellamy’s thought, it is because, in my view, they represent a deep-seated egalitarian trend both in American political thought and, more importantly, in the socialist tradition. The egalitarianism of Bellamy and Rawls, as noted before, is part of a rich ethical tradition that overcame the staunch anti-moralism of the more orthodox Marxist versions of socialism. Rawls spent two years in Oxford, at a time when G. D. H. Cole, who thought of Bellamy as a mere “populariser of other men’s ideas”, was teaching about utopian socialism; when the Labour Party was divided between friends and adversaries of public ownership; and when Tawney’s new edition of Equality rekindled the debate over and against equality of opportunity,[18] as he advocated a kind of relational egalitarianism that despised the crude distributive view marked by “details of the countinghouse”. Without openly calling themselves socialists, both Rawls and Bellamy were no foes of socialism. On the contrary, Bellamy was convinced that his egalitarian model was even more radical than any socialist program of his time, and Rawls repeatedly emphasised that his theory of justice as fairness can be realised under a system of liberal or democratic socialism. Rawls believed “that the choice between a private-property economy and socialism is left open; from the standpoint of the theory of justice alone, various basic structures would appear to satisfy its principles”.[19] Moreover, after dismissing laissez-faire capitalism, welfare-state capitalism, and state socialism as incompatible with his principles of justice as fairness, he asserted that “property-owning democracy and liberal socialism [in] their ideal descriptions include arrangements designed to satisfy the two principles of justice”.[20]
 
In Bellamy and Rawls we can see proof of that "dual temporal existence" of Socialism identified by Freeden. As already mentioned, socialism encompasses both a critique of the present and a projection into the future. Bellamy chose the utopian genre to accomplish both tasks; Rawls, in the same spirit, called his otherwise unadorned and formal theory a “realistic utopia”. Above all, both political thinkers were adamant in rejecting self-ownership as part and parcel of their egalitarian views. It should come as no surprise that the first systematic challenge to Rawls was launched from within the liberal tradition, in the guise of the libertarian theory of Robert Nozick, whose endorsement of self-ownership leads to a form of rugged anti-egalitarianism. To sum up: I understand that self-ownership has no place in a radical egalitarian version of socialism and that a good deal of theoretical work needs to be done in order to refine our understanding of the precise place of this rejection in a morphology of the socialist political ideology.



[1] M. Freeden, Ideologies and Political Theory. A Conceptual Approach (Oxford: Clarendon Press, 1996), pp. 425-426.

[2] Ibid., pp. 417-418.

[3] Ibid., p. 418.

[4] J. Rawls, A Theory of Justice. Revised Edition (Cambridge, MA.: The Belknap Press of Harvard University Press, 1999. First published, 1971.)

[5] A. Callinicos, An Anti-Capitalist Manifesto (Cambridge, UK: Polity Press), pp. 107-108.

[6] P. Gilabert and M. O’Neill, “Socialism”, The Stanford Encyclopedia of Philosophy (Fall 2019 Edition), Edward N. Zalta (ed.) <https://plato.stanford.edu/archives/fall2019/entries/socialism/>.

[7] M. Bevir, The Making of British Socialism (Princeton: Princeton University Press, 2011), pp. 220-227.

[8] F. Rosemont, ‘Bellamy’s Radicalism Reclaimed’, in Daphne Patai (Ed.) Looking Backward 1988-1888. Essays on Edward Bellamy (Amherst: The University of Massachusetts Press, 1988), p. 162.

[9] Ibid., p. 168.

[10] Ibid., p. 176.

[11] J. Dewey, ‘A Great American Prophet’, in Boydston, Jo Ann et. al (eds.) John Dewey. The Later Works 1925-1934. Volume 9: 1033-1934 (Carbondale and Edwardsville: Southern Illinois University Press, 1986), p. 106. [First published in Common Sense 3 (April 1934), pp. 6-7).

[12] E. Bellamy, Looking Backward. 2000-1887 (Oxford: Oxford University Press, 2007).

[13] E. Bellamy, Equality (New York: Appleton, 1897).

[14] E. Bellamy, Talks on Nationalism (Chicago, IL: The Peerage Press, 1938), p. 25.

[15] Morris, W., News From Nowhere and Other Writings (London: Penguin, 2004), pp. 353-357.

[16] E. Bellamy, Talks on Nationalism, op. cit., p. 27.

[17] E. Bellamy, Equality, op. cit., p. 107.

[18] K. Forrester, In the Shadow of Justice. Postwar Liberalism and the Remaking of Political Philosophy (Princeton: Princeton University Press, 2019), pp. 18-24.

[19] J. Rawls, A Theory of Justice (Cambridge, MA.: Harvard University Press, 1999), p. 228.

[20] J. Rawls, Justice as Fairness. A Restatement (Cambridge, MA.: Harvard University Press, 2001), p. 138.

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